Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,044 | $73,863-21.4% | $143,797-59.6% | $68,490-15.3% |
| Participation rate | 98.4% | 66.7%+31.8pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -2.25% | 0.91%-3.2pp | -0.04%-2.2pp | -7.85%+5.6pp |
| Employer contribution / active EE | $4,406 | $3,185+38.4% | $4,952-11.0% | $2,597+69.7% |
| Participant deferral / active EE | $2,732 | $3,385-19.3% | $5,638-51.5% | $4,028-32.2% |
| Admin fee / account holder | $12,899 | $5,756+124.1% | $14,679-12.1% | $5,403+138.7% |